Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list-budgets | List all available YNAB budgets |
| list-accounts | List all accounts for a given budget. Useful for getting account IDs for other tools. |
| list-transactions | List transactions for a specific account or an entire month. Use this to investigate spending patterns identified in the financial overview. |
| list-categories | List all categories, groups, and their budgeting details for a given budget. Call this before managing budgeted amounts to see what's available and what's already been allocated. |
| list-payees | List all payees for a given budget. Good for finding payee IDs or identifying messy payee data that needs to be merged. |
| manage-payees | Merge multiple payee names into a single name. Use this to clean up payee data, for example, by renaming 'STARBUCKS #123' and 'Starbucks Coffee' to just 'Starbucks'. |
| manage-budgeted-amount | Assign a budgeted amount to a category or move money between categories for a specific month. This is the primary tool for allocating funds. |
| bulk-manage-transactions | Create, update, or delete multiple transactions at once. More efficient than making single changes. |
| list-scheduled-transactions | List all upcoming scheduled transactions for a given budget. Useful for forecasting upcoming bills. |
| manage-financial-overview | Get, update, or refresh a high-level financial overview. This is the best starting point for any analysis, providing account balances, goals, and important context notes. |
| manage-scheduled-transaction | Create, update, or delete a single scheduled (recurring) transaction. Use this to manage recurring bills or savings transfers. |
| lookup-entity-by-id | Look up the name and details of a specific account, category, or payee by its ID. A utility for when you have an ID but need the full context. |
| get-month-info | Get detailed budget information for a single month, including age of money and total amounts budgeted, spent, and available. Call this to check the monthly budget's status before making changes. |
| lookup-payee-locations | Look up geographic locations associated with a payee. |